Find a Financial Planner in Oak Ridge, TN

 

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We Only Work With The Best Oak Ridge Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Oak Ridge, TN


  • Financial Advisor Close to Oak Ridge, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

 

How Can a CFP® in Oak Ridge Help You?

Wealth management is a comprehensive financial service that focuses on building well-rounded wealth for clients. Typically used by high-net-worth individuals and organizations in the Oak Ridge area, wealth managers seek to attend to each client's individual needs while creating their comprehensive management plans. Wealth management may be performed by an individual, but is often performed by a small team.
Personal financial planners in Oak Ridge offer services that focuses primarily on helping clients establish, organize, and maintain their personal finances. This can take the form of managing their retirement accounts, investments, taxes, and other financial assets.
23.4% of Oak Ridge's population is of retirement age (62 years and older). Retirement planning for those individuals is designed to ensure that retirees are able to secure a stream of income for later in life. Many retirement plans provide a powerful framework for achieving this goal. If you are unsure of where to start, a retirement planner in the Oak Ridge area can create a custom plan and walk with you each step of the way.
The purpose of estate planning is to establish a clear line of inheritance for your assets upon your death. A will is the most ubiquitous element of an estate plan, and is essential for designating your beneficiaries. In the Oak Ridge area, there are a number of additional components of an estate plan, including complying with estate tax laws.
Business financial planning is the task of mapping out a path to achieving a business's financial goals. These goals are often expanded and reevaluated as the company grows, making financial planning for businesses in the Oak Ridge area an ongoing effort.
The goal of tax planning is to minimize an individual’s or organization’s tax liabilities, while maximizing their overall long-term financial situation. Financial advisors in the Oak Ridge area often offer tax planning services to their clients. Tax planning strategies will differ depending on depending on where you live. Tennessee has unique laws defining which actions trigger a taxable event and has the 2nd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Oak Ridge area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Oak Ridge area when dealing with high-interest credit card debt and private student loans.

 

The Value of Working With the Best Financial Planners in Oak Ridge, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Oak Ridge, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Oak Ridge financial advisors.
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How Retirement-Friendly is Oak Ridge, TN?

  • Population: 29,037
  • % of Population 62 Years and Over: 23.4%
  • Average Home Value: $163,300
  • Average Monthly Housing Cost: $801
  • Average Household Income: $79,246
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)


The Top Financial Advisor Firms in Oak Ridge, TN


C & J WEALTH ADVISORS

Website

(865) 481-0385

575 Oak Ridge Turnpike
Suite 203
Oak Ridge, TN 37830

SEC#: 801-63783
Years in Business: 16 years